Archives
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Interesting papers, Real estate prices, Recessions
Real consequences of rising mortgage rates and falling stock prices
Some good news: Expect higher returns
Financial markets, Interest rates, Monetary policy, Stock markets
Where is the liquidity?
Financial stability, Fiscal policy
Threats to financial stability
Central banks, Fiscal policy, Inflation, Monetary policy
Three economists’ (Cochrane’s, Reis’, and my own) explanations why inflation is so high
Why is inflation so high?
Central banks, Debt, Eurozone, Monetary policy
A historical ECB meeting. Pros and cons of the TPI
Central banks, Debt, Eurozone, Inflation, Monetary policy
Euro area dichotomy
Eurozone, Inflation expectations